Smart Opt-Ins for Salesforce CRM Emails
Grow your pipeline with seamless Salesforce integration. Capture new leads, enrich customer data, and automate follow-ups inside Salesforce CRM to streamline your marketing and sales workflows.
Send subscribers into Salesforce in real time, personalise journeys, and create unified platform experiences across marketing, sales, and support teams — powered by Gleam’s high-performance Capture tools.
Our Template Library
Once you connect Salesforce, you can instantly use all Gleam templates to grow your list and move leads into your cloud-based CRM system.
Smart Rules
Show the right Salesforce opt-in at the right time using behavioural triggers, audience rules, and geolocation targeting — improving customer engagement and increasing lead quality.
New Visitor
AND
AND
Schedule
Country
Triggers for users from the selected countries (by IP Address)
Allow users from
United States
Australia
Portugal
Built-In A/B Testing
See which messages, timings, and opt-ins perform best. Test variations, optimise subject lines, and increase conversions on your Salesforce Capture flows.
Connecting Salesforce
Connect your Salesforce account in minutes. Sync email leads, names, tags, and custom field data without exporting spreadsheets or performing manual uploads.
Salesforce CRM
Why Use Gleam For
Salesforce CRM
Campaigns?
Improve your Salesforce marketing workflows and streamline customer relationship management with intelligent targeting and on-site engagement tools.
List Selections
Easily segment subscribers by sending users to different Salesforce lists based on what they are doing on your site.
URL Targeting
Target individual forms on specific pages of your site and send them to specific lists within Salesforce.
Hosted Support
We support hosted installations of Salesforce, simply update your API URL and we'll handle it.
How Salesforce Integration Works
How Salesforce Integration Works
Gleam integrates directly with Salesforce CRM to send contacts, lead sources, and custom field data straight into your Salesforce lists — enabling smarter segmentation, automation, and customer relationship building.
Gleam integrates directly with Salesforce CRM to send contacts, lead sources, and custom field data straight into your Salesforce lists — enabling smarter segmentation, automation, and customer relationship building.
Sync subscribers into Salesforce as leads in real time
Sync subscribers into Salesforce as leads in real time
Pass core lead info (email address, first name, last name, lead source)
Fuel marketing and sales business processes with structured data
Trigger automation flows and assign leads to the right sales team
Test your integration easily using manual entries in your Gleam dashboard
Similar CRM Providers
We support more than just Salesforce, here's other providers customers are integrating with.
Beautiful Templates to Get Started
Choose from dozens of Salesforce-optimised templates to capture leads, engage users, and optimise email marketing efforts. Whether you’re running a transactional email series or a promotional email campaign, Gleam has you covered.
Marketing Guides
Explore guides to improve marketing campaigns, automate data flows, deliver personalized experiences, and enhance your broader marketing efforts across social media, your website, and Salesforce.
Connect Gleam with Salesforce CRM
© 2025 Crowd9 PTY LTD All rights reserved
Smart Opt-Ins for Salesforce CRM Emails
Grow your pipeline with seamless Salesforce integration. Capture new leads, enrich customer data, and automate follow-ups inside Salesforce CRM to streamline your marketing and sales workflows.
Send subscribers into Salesforce in real time, personalise journeys, and create unified platform experiences across marketing, sales, and support teams — powered by Gleam’s high-performance Capture tools.
Our Template Library
Once you connect Salesforce, you can instantly use all Gleam templates to grow your list and move leads into your cloud-based CRM system.
Smart Rules
Show the right Salesforce opt-in at the right time using behavioural triggers, audience rules, and geolocation targeting — improving customer engagement and increasing lead quality.
New Visitor
AND
AND
Schedule
Country
Triggers for users from the selected countries (by IP Address)
Allow users from
United States
Australia
Portugal
Built-In A/B Testing
See which messages, timings, and opt-ins perform best. Test variations, optimise subject lines, and increase conversions on your Salesforce Capture flows.
Variant A
Impressions
254,038
Conversions
6,326
Conversion Rate
2.50%
Variant B
Impressions
318,392
Conversions
3,201
Conversion Rate
1.05%
Signups
1.05%
Signups
2.50%
Connecting Salesforce
Connect your Salesforce account in minutes. Sync email leads, names, tags, and custom field data without exporting spreadsheets or performing manual uploads.
Salesforce CRM
Why Use Gleam For
Salesforce CRM
Campaigns?
Improve your Salesforce marketing workflows and streamline customer relationship management with intelligent targeting and on-site engagement tools.
List Selections
Easily segment subscribers by sending users to different Salesforce lists based on what they are doing on your site.
URL Targeting
Target individual forms on specific pages of your site and send them to specific lists within Salesforce.
Hosted Support
We support hosted installations of Salesforce, simply update your API URL and we'll handle it.
How Salesforce Integration Works
Gleam integrates directly with Salesforce CRM to send contacts, lead sources, and custom field data straight into your Salesforce lists — enabling smarter segmentation, automation, and customer relationship building.
Sync subscribers into Salesforce as leads in real time
Sync subscribers into Salesforce as leads in real time
Pass core lead info (email address, first name, last name, lead source)
Fuel marketing and sales business processes with structured data
Trigger automation flows and assign leads to the right sales team
Test your integration easily using manual entries in your Gleam dashboard
Similar CRM Providers
We support more than just Salesforce, here's other providers customers are integrating with.
Beautiful Templates to Get Started
Choose from dozens of Salesforce-optimised templates to capture leads, engage users, and optimise email marketing efforts. Whether you’re running a transactional email series or a promotional email campaign, Gleam has you covered.
Marketing Guides
Explore guides to improve marketing campaigns, automate data flows, deliver personalized experiences, and enhance your broader marketing efforts across social media, your website, and Salesforce.
Connect Gleam with Salesforce CRM
© 2025 Crowd9 PTY LTD All rights reserved
Smart Opt-Ins for Salesforce CRM Emails
Grow your pipeline with seamless Salesforce integration. Capture new leads, enrich customer data, and automate follow-ups inside Salesforce CRM to streamline your marketing and sales workflows.
Send subscribers into Salesforce in real time, personalise journeys, and create unified platform experiences across marketing, sales, and support teams — powered by Gleam’s high-performance Capture tools.
Our Template Library
Once you connect Salesforce, you can instantly use all Gleam templates to grow your list and move leads into your cloud-based CRM system.
Smart Rules
Show the right Salesforce opt-in at the right time using behavioural triggers, audience rules, and geolocation targeting — improving customer engagement and increasing lead quality.
New Visitor
AND
AND
Schedule
Country
Triggers for users from the selected countries (by IP Address)
Allow users from
United States
Australia
Portugal
Built-In A/B Testing
See which messages, timings, and opt-ins perform best. Test variations, optimise subject lines, and increase conversions on your Salesforce Capture flows.
Variant A
Impressions
254,038
Conversions
6,326
Conversion Rate
2.50%
Variant B
Impressions
318,392
Conversions
3,201
Conversion Rate
1.05%
Signups
1.05%
Signups
2.50%
Connecting Salesforce
Connect your Salesforce account in minutes. Sync email leads, names, tags, and custom field data without exporting spreadsheets or performing manual uploads.
Salesforce CRM
Why Use Gleam For
Salesforce CRM
Campaigns?
Improve your Salesforce marketing workflows and streamline customer relationship management with intelligent targeting and on-site engagement tools.
List Selections
Easily segment subscribers by sending users to different Salesforce lists based on what they are doing on your site.
URL Targeting
Target individual forms on specific pages of your site and send them to specific lists within Salesforce.
Hosted Support
We support hosted installations of Salesforce, simply update your API URL and we'll handle it.
How Salesforce Integration Works
Gleam integrates directly with Salesforce CRM to send contacts, lead sources, and custom field data straight into your Salesforce lists — enabling smarter segmentation, automation, and customer relationship building.
Sync subscribers into Salesforce as leads in real time
Sync subscribers into Salesforce as leads in real time
Pass core lead info (email address, first name, last name, lead source)
Fuel marketing and sales business processes with structured data
Trigger automation flows and assign leads to the right sales team
Test your integration easily using manual entries in your Gleam dashboard
Similar CRM Providers
We support more than just Salesforce, here's other providers customers are integrating with.
Beautiful Templates to Get Started
Choose from dozens of Salesforce-optimised templates to capture leads, engage users, and optimise email marketing efforts. Whether you’re running a transactional email series or a promotional email campaign, Gleam has you covered.
Marketing Guides
Explore guides to improve marketing campaigns, automate data flows, deliver personalized experiences, and enhance your broader marketing efforts across social media, your website, and Salesforce.
Connect Gleam with Salesforce CRM
© 2025 Crowd9 PTY LTD All rights reserved